Trust Operations Specialist I - Owensboro, KY

Independence Bank • Owensboro, KY

9h • Onsite

About The Position

The Trust Operations Specialist I will be responsible for operational support for a fast-growing wealth management department.

Requirements

• High School or GED
• Computer competency required
• Strong attention to detail, accuracy, problem-solving and Microsoft Office skills
• Excellent verbal, written and interpersonal communication skills
• Ability to work independently, proactively, and innovatively with a strong customer service focus
• Sitting (remaining in a seated position) - Constantly
• Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard) - Constantly
• Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly) - Frequently
• Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically) - Frequently
• Near Visual Acuity (clarity of vision at approximately 20 inches or less) - Constantly

Nice To Haves

• Associate Degree in finance, business, accounting, or related field preferred
• One (1) year of experience in banking, financial services support, or related field preferred
• Experience with Microsoft Word, Excel, and Outlook preferred
• Standing (remaining on one’s feet in an upright position without moving about) - Occasionally
• Walking (moving about on one’s feet) - Occasionally
• Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers) - Occasionally
• Far Visual Acuity (clarity of vision at approximately 20 feet or more) - Occasionally

Responsibilities

• Process various contributions, including retirement, dividend & interest payments, ACH receipts, new account transfers, and various checks received.
• Process various distributions, including customer requests, IRA and retirement distributions, bill paying, ACH distributions and various check disbursements.
• Processes various securities and cash-related transactions, including setting up securities, managing trade executions and settlements, handling dividend/interest postings, and researching and posting capital structure changes in securities.
• Ensuring accuracy of data input and output, researching and resolving problems, and potentially contacting clients.
• Maintains trust accounts, reconciles balances with custodians, and performs daily balancing.
• Manages risks associated with unmatched transactions and problem solving.
• Works with Portfolio Managers, Trust Officer, Administrative Assistant, and customers to process and complete customer requests.
• Balances daily work items and department accounts.
• Performs general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
• Files and retrieves corporate documents, records, and reports.
• Opens, sorts, and distributes incoming correspondence, including faxes and email.

Benefits

• Position requires incumbents to be off work for a minimum of five consecutive business days

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED